

Unusual Whales Pod Ep. 35: First FOMC of 2024, Treasury Balance Sheets, Rate Cuts, and Macroeconomic Outlook
Feb 1, 2024
Macroeconomic experts discuss the FOMC, potential rate hikes, Fed/Treasury Balance Sheets, and the macroeconomic outlook for early 2024. They analyze the prospect of a soft landing, market volatility and rate cuts, leverage loan defaults and corporate debt, impact of de-globalization and protectionism on global conflicts, risks of a strong US economy, volatility insights and outlook, and market trends.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Introduction of 'last bear' and Bob Elliott, and discussion about the upcoming conversation
01:51 • 2min
Analyzing the Prospect of a Soft Landing
03:33 • 18min
Volatility in the Market and Rate Cuts
21:26 • 28min
Leverage Loan Defaults, Corporate Debt, and the Conundrum for Central Banks
49:06 • 2min
Impact of De-globalization and Protectionism on Global Conflicts and Fiscal Policy
51:11 • 7min
Risks of Strong US Economy and Impact on Other Countries
58:33 • 20min
Volatility Insights and Outlook for the Future
01:18:45 • 4min
Closing Remarks and Market Trends
01:22:46 • 7min